Stratos Wealth Partners, LTD. - ISHARES TR ownership

ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 291 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.50 and the average weighting 0.6%.

Quarter-by-quarter ownership
Stratos Wealth Partners, LTD. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$261,000
-27.3%
5,488
-18.4%
0.01%
-22.2%
Q2 2022$359,000
-9.6%
6,727
+9.6%
0.01%0.0%
Q1 2022$397,000
-1.0%
6,137
+3.5%
0.01%0.0%
Q4 2021$401,000
-80.4%
5,930
-87.0%
0.01%
-91.5%
Q4 2018$2,049,00045,6790.11%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
FIDUCIENT ADVISORS LLC 1,010,876$48,936,00018.19%
Blueprint Investment Partners LLC 261$12,622,00010.22%
Horan Securities, Inc. 216,957$10,503,0008.66%
McCutchen Group LLC 708,500$34,298,0007.40%
CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC 305,353$14,782,0007.32%
Ellenbecker Investment Group 340,555$16,486,0006.09%
S. R. Schill & Associates 261,620$12,665,0005.84%
Peterson Wealth Advisors, LLC 184,761$8,944,0003.94%
ERn Financial, LLC 160,624$7,776,0003.20%
Biltmore Wealth Management, LLC 119,318$5,776,0002.98%
View complete list of ISHARES TR shareholders